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Personal Service for a Secure Future
6800 Jericho Tpke. Suite 203W
Syosset,
NY 11791
Phone: < Syosset Location 516-682-8400
FAX: Syosset Location 516-682-8590
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The Long Island Planning Group, located in Syosset, New York, has been in business since 1975 offering financial products and services. Employee benefits often provide the foundation for a sound financial future. We help our clients coordinate their life insurance, health insurance and long term care insurance needs with their financial goals. We work with our individual and business clients to create a diversified portfolio that recognizes their objectives.
Our goal is to establish and maintain a firm relationship with our clients. After discussing the needs and dreams of our clientele we develop and discuss the available options. Understanding our client's objectives allows us to offer our expertise in financial products and strategies to develop a sound and workable plan. Coordination with the clients' advisors including their CPA, Attorney, Banker, Trustee and Trust Officer are essential to our team oriented approach. Our periodic reviews will help clients achieve their goals, even as they change over time
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100 MERRICK RD. (3RD FLOOR)
- ROCKVILLE, NY 11570
- 516-918-3535
We are licensed to sell Insurance Products in the following states: New York.
We are registered to sell Securities in the following states: New York.
Offering John Hancock insurance products.
Securities and Investment Advisory Services offered through Signator Investors, Inc.,
Member FINRA, SIPC, a Registered Investment Advisor.
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